Shared inboxes are where operations work goes to wait. Orders, questions, supplier updates, and internal requests all land in one place, and someone has to read every message just to decide who should handle it.
AI email triage takes that first pass. The agent reads each message, labels it, extracts the key details, drafts a reply where one is appropriate, and routes it to the right owner. People approve what goes out.
What triage covers
We define the categories with your team, because every business sorts its inbox differently. A typical setup looks like this.
- Label each message by type, urgency, and customer or supplier
- Extract order numbers, dates, amounts, and requested actions
- Assign an owner and create a task where follow-up is needed
- Draft a reply from your templates and past answers
- Flag anything sensitive, unusual, or unclear for a person
Drafts, not autopilot
The agent drafts; your team sends. Once a reply type has a strong track record, you can choose to let the agent send it automatically, but that is a decision you make, not a default.
Every draft shows the information it used, so reviewers can approve quickly instead of rewriting.
Connecting the inbox to the rest of the work
Triage is most useful when it feeds the systems where work is tracked. The agent can create CRM activities, update order records, or post tasks to Slack so nothing depends on someone remembering an email.
Our Google Workspace and HubSpot MCP builds connect email context to calendar, documents, and CRM records with approved write actions.
Measuring whether it works
Track time to first response, messages handled without rework, drafts accepted without edits, and messages that were misrouted. These numbers tell you when to expand and when to adjust.
How to start
Share a sample of anonymized messages and your current categories. The free Agent Audit returns within 24 hours. A $1,000 Starter Agent can run triage on one inbox with up to two connected tools in one week, backed by our fix-or-refund guarantee.
FAQ
Does AI email triage work with Outlook and Gmail?
Yes. The agent connects to Microsoft 365 or Google Workspace with limited permissions you approve.
Can it reply in our tone?
Yes. Drafts are based on your templates and approved past replies, and your team edits them before sending.
What happens with attachments?
Attachments can be passed to the Document Intake Agent for extraction, or simply filed and linked to the task.
Is our email data safe?
Access is limited to the mailboxes you approve, actions are logged, and we use providers that do not train on your data.
Next step
Let the AI Operations Assistant take the first pass on your shared inbox, with drafts and routing your team approves. See the AI Operations Assistant.